Business Insurance Client Service Specialist
Core
Process new and renewal business, maintain client information, resolve client questions and issues, and assist with claims resolution for midsize books of business.
Role type
Business Insurance Client Service Specialist
Builds
Policy notebooks, proposals, presentations, and stewardship reports for clients and prospects.
Domain
Insurance (Business Insurance)
Required skills
Client management system proficiency, Microsoft Office Suite, organizational skills, prioritization, claims monitoring, accounting discrepancy resolution
Preferred skills
LOB designations, college or advanced degree, 3-5 years of industry specific experience
Technologies
Client management system, Microsoft Office Suite
Responsibilities
Process new and renewal business within timelines and quality standards, Escalate issues of increased complexity to applicable internal contacts, Provide clients with timely information including plan information and rates, Set up policy notebooks and assemble proposals for client meetings, Address and resolve client questions and issues, Assist clients with claims resolution, Maintain daily client processing functions such as endorsements and audits, Assist with all aspects of marketing, Take report and monitor claims, Document member and client communications in the client management services tool, Prepare presentations, spreadsheets, and direct bill communications
Seniority
Entry to Mid-level, individual contributor